Swivel Portal — ASO

By Advisor First, LLC on AppTrack Ninja.

Companion app for Swivel CRM

Swivel Portal is the companion mobile app to Swivel CRM's web-based application. The Swivel Client Portal gives clients access into information directly from their agent or advisor. Clients can view a snapshot of their accounts and policies at a point in time as well as their upcoming appointments. They also can view company, agent, advisor, or staff contact information directly from the portal. Key features include: • Real-time sync: Get updates directly from your agent or advisor directly in your client portal login including appointments scheduled and account or policy updates. • Enhanced …

Categories: Business

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